|
226
|
Wealth Architects
Mountain View,
California
|
$1.53M
|
–
|
–
|
–
|
|
|
227
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$1.49M
|
-$50.8K
|
-500
|
-3%
|
|
|
228
|
Keebeck Wealth Management
Chicago,
Illinois
|
$1.46M
|
–
|
–
|
–
|
|
|
229
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$1.45M
|
-$38K
|
-374
|
-2%
|
|
|
230
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.43M
|
+$58.3K
|
+574
|
+4%
|
|
|
231
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
$1.42M
|
+$158K
|
+1,559
|
+12%
|
|
|
232
|
Meeder Asset Management
Dublin,
Ohio
|
$1.4M
|
+$124K
|
+1,217
|
+9%
|
|
|
233
|
VanEck Associates
New York
|
$1.37M
|
+$861K
|
+8,480
|
+159%
|
|
|
234
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1.35M
|
-$25.9K
|
-255
|
-2%
|
|
|
235
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$1.34M
|
+$9.95K
|
+98
|
+0.7%
|
|
|
236
|
Hardy Reed
Tupelo,
Mississippi
|
$1.32M
|
-$1.72M
|
-16,907
|
-56%
|
|
|
237
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.31M
|
-$17.2K
|
-169
|
-1%
|
|
|
238
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$1.25M
|
+$415K
|
+4,085
|
+48%
|
|
|
239
|
LifePlan Financial Group
Dayton,
Ohio
|
$1.25M
|
-$23.8K
|
-234
|
-2%
|
|
|
240
|
Klingman & Associates
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
241
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.23M
|
-$285K
|
-2,805
|
-18%
|
|
|
242
|
Argent Trust Co
Nashville,
Tennessee
|
$1.22M
|
-$263K
|
-2,586
|
-17%
|
|
|
243
|
Evercore Wealth Management
New York
|
$1.21M
|
-$46.2K
|
-455
|
-4%
|
|
|
244
|
Roundview Capital
Princeton,
New Jersey
|
$1.21M
|
-$10.2K
|
-100
|
-0.8%
|
|
|
245
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.2M
|
-$7.11K
|
-70
|
-0.6%
|
|
|
246
|
Wellington Management Group
Boston,
Massachusetts
|
$1.18M
|
-$1.79M
|
-17,593
|
-60%
|
|
|
247
|
Carlson Capital Management
Northfield,
Minnesota
|
$1.15M
|
–
|
–
|
–
|
|
|
248
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.15M
|
-$99.6K
|
-981
|
-8%
|
|
|
249
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.13M
|
-$326K
|
-3,210
|
-22%
|
|
|
250
|
Stegner Investment Associates
Louisville,
Kentucky
|
$1.12M
|
+$1.14M
|
+11,245
|
New
|
|
